Semiconductor News & Analysis Feed
335 articles
2026-06-06
www.theglobeandmail.com
2026-06-06
The Globe and Mail
Shares of leading designer of graphics chips Nvidia (NASDAQ:NVDA) fell 5.9% in the afternoon session after macro pressure and an impending Senate hearing on China chip sales overwhelmed the impressive product updates earlier in the week.
For those that missed it, the Computex announcements on June 1 were substantive. Jensen Huang confirmed Vera Rubin (Blackwell's successor) is in full production
2026-06-05
www.theglobeandmail.com
2026-06-05
The Globe and Mail
Key Points
Micron stock is falling today as investors react to the latest jobs report from the Bureau of Labor Statistics.
Jobs growth was stronger than expected in May, but that's causing investors to worry that the Federal Reserve will raise interest rates.
Nvidia confirmed that it had certified high-bandwidth-memory chips from Micron for use in its AI accelerators.
10 stocks we like better
2026-06-05
www.theglobeandmail.com
2026-06-05
The Globe and Mail
Chicago, IL – June 5, 2026 – Zacks.com announces the list of stocks and featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: Micron Technology, Inc. MU, Advanced Micro Devices, Inc. AMD, Broadcom Inc. AVGO and NVIDIA Corp. NVDA.
2026-06-04
www.theglobeandmail.com
2026-06-04
The Globe and Mail
Texas Instruments IncorporatedTXN has been one of the strongest performers in the semiconductor industry lately, supported by solid financial execution, growing demand for its analog and embedded chips and increasing exposure to artificial intelligence (AI)-related opportunities. Over the past six months, TXN shares have surged 69.1%, significantly outperforming the broader Zacks Semiconductor – G
2026-06-04
www.theglobeandmail.com
2026-06-04
The Globe and Mail
Texas Instruments IncorporatedTXN has been one of the strongest performers in the semiconductor industry lately, supported by solid financial execution, growing demand for its analog and embedded chips and increasing exposure to artificial intelligence (AI)-related opportunities. Over the past six months, TXN shares have surged 69.1%, significantly outperforming the broader Zacks Semiconductor – G
2026-06-04
www.theglobeandmail.com
2026-06-04
The Globe and Mail
Broadcom (NASDAQ:AVGO) reported record fiscal second-quarter 2026 revenue and issued a sharply higher outlook for the current quarter, as President and CEO Hock Tan said demand for the company’s artificial intelligence semiconductors remains “simply insatiable.”
On the earnings call, Tan said total revenue for the quarter reached $22.2 billion, up 48% from a year earlier and above the company’s g
2026-06-04
www.theglobeandmail.com
2026-06-04
The Globe and Mail
On May 27, 2026, Texas Instruments’ board appointed long-time executive Julie Knecht as senior vice president and chief financial officer, with the role effective August 1, 2026. She will also continue as chief accounting officer, reflecting the company’s preference for promoting experienced internal talent into top finance leadership roles.
Knecht, 54, has been with Texas Instruments for more th
2026-06-03
www.theglobeandmail.com
2026-06-03
The Globe and Mail
MUNICH, June 3, 2026 /CNW/ -- Infineon Technologies AG (FSE: IFX) (OTCQX: IFNNY) today announces the integration of its OPTIGA™ Trusted Platform Module (TPM) SLB 9672 with NVIDIA's Jetson Thor platform. The hardware-based security solution securely stores cryptographic keys and verifies system integrity at the chip level, establishing a certified, quantum-resilient root of trust for Physical AI sy
2026-06-03
www.theglobeandmail.com
2026-06-03
The Globe and Mail
MUNICH, June 3, 2026 /CNW/ -- Infineon Technologies AG (FSE: IFX) (OTCQX: IFNNY) today announces the integration of its OPTIGA™ Trusted Platform Module (TPM) SLB 9672 with NVIDIA's Jetson Thor platform. The hardware-based security solution securely stores cryptographic keys and verifies system integrity at the chip level, establishing a certified, quantum-resilient root of trust for Physical AI sy
2026-06-03
www.theglobeandmail.com
2026-06-03
The Globe and Mail
MUNICH, June 3, 2026 /CNW/ -- Infineon Technologies AG (FSE: IFX) (OTCQX: IFNNY) today announces the integration of its OPTIGA™ Trusted Platform Module (TPM) SLB 9672 with NVIDIA's Jetson Thor platform. The hardware-based security solution securely stores cryptographic keys and verifies system integrity at the chip level, establishing a certified, quantum-resilient root of trust for Physical AI sy
2026-06-03
www.theglobeandmail.com
2026-06-03
The Globe and Mail
A number of stocks jumped in the afternoon session after Jensen Huang's (Nvidia's CEO) GTC Taipei keynote at Computex reframed how large and how long the AI chip cycle will run.
The first announcement — Vera Rubin entering full production — confirmed the next wave of data center AI compute is now locked in. Vera Rubin, Nvidia's successor to Blackwell, delivers a 10x reduction in inference token
2026-06-02
www.theglobeandmail.com
2026-06-02
The Globe and Mail
A High-Conviction, Actively Managed ETF Built Around the Memory Semiconductor Ecosystem - the Critical Bottleneck Powering Artificial Intelligence, High-Performance Computing, and Data Center Infrastructure
Tuttle Capital Management announces the launch of the Tuttle Capital Concentrated Memory Stack ETF (HBMX), a thematic, actively managed ETF designed to provide focused exposure to companies op
2026-06-02
www.theglobeandmail.com
2026-06-02
The Globe and Mail
__fail__
2026-06-02
www.theglobeandmail.com
2026-06-02
The Globe and Mail
__fail__
2026-06-02
www.theglobeandmail.com
2026-06-02
The Globe and Mail
__fail__
2026-06-02
www.theglobeandmail.com
2026-06-02
The Globe and Mail
__fail__
2026-06-02
www.theglobeandmail.com
2026-06-02
The Globe and Mail
__fail__
2026-06-02
www.theglobeandmail.com
2026-06-02
The Globe and Mail
Key Points
Cathie Wood is known for making big bets on the future.
Nvidia and Advanced Micro Devices are in her portfolios, and she just added another chipmaker.
Cerebras Systems just went public, and it's challenging the traditional semiconductor industry.
10 stocks we like better than Cerebras Systems ›
For even more artificial intelligence (AI) chipmaker exposure outside of Nvidia and Adva
2026-06-02
www.theglobeandmail.com
2026-06-02
The Globe and Mail
Key Points
Cathie Wood is known for making big bets on the future.
Nvidia and Advanced Micro Devices are in her portfolios, and she just added another chipmaker.
Cerebras Systems just went public, and it's challenging the traditional semiconductor industry.
10 stocks we like better than Cerebras Systems ›
For even more artificial intelligence (AI) chipmaker exposure outside of Nvidia and Adva
2026-06-01
www.theglobeandmail.com
2026-06-01
The Globe and Mail
Key Points
So far this year, Micron stock has surged more than 200%.
Micron recently joined Nvidia, Broadcom, TSMC, Samsung, and SK Hynix as a trillion-dollar chip stock.
With earnings around the corner, some investors might be wondering if all the good news is already priced into Micron.
10 stocks we like better than Micron Technology ›
As Micron Technology(NASDAQ: MU) gears up to report fis